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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,033 | $175,259-57.8% | $149,723-50.6% | $139,487-46.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.84% | 166.82%-147.0pp | 134.50%-114.7pp | 373.84%-354.0pp |
| Employer contribution / active EE | $3,861 | $5,478-29.5% | $4,821-19.9% | $4,755-18.8% |
| Participant deferral / active EE | $4,651 | $6,522-28.7% | $5,682-18.2% | $6,713-30.7% |
| Admin fee / account holder | $2,520 | $16,158-84.4% | $13,215-80.9% | $11,407-77.9% |